For the complete documentation index, see llms.txt. This page is also available as Markdown.

Estimating Overview

Create, send, and manage professional estimates in PaintScout using production rates, line items, and customer-ready proposals.

PaintScout helps you build consistent estimates from your production rates, hourly rate, line items, and customer-ready proposals. This section covers the full workflow, from creating an estimate to sending it, managing revisions, and sharing work orders with your crew.

In This Section

  • Creating Estimates — Start a new estimate, learn the estimate page, use the sidebar, and manage estimate actions

  • Areas & Rates — Add areas and production rates, then adjust dimensions, coats, and prep hours

  • Line Items & Options — Add fixed-price work, create customer options, and manage change orders

  • Organizing Estimates — Group content, hide internal items, copy estimate content, and add media

  • Notes & Communication — Use estimator notes, crew notes, and other note types to keep everyone aligned

  • Sending & Acceptance — Send proposals, collect signatures, and understand the customer acceptance flow

  • Managing estimates & work orders — Review activity, restore versions, search records, export results, archive estimates, and share crew-facing work orders

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